Method Community

So in the portal I have created I want the portal user to upload a picture of themselves, but I really dont need all the text and options that appear on the upload picture screen. Save and share images and files with your co-workers. Note that images are saved in your database and count towards your total database size. The ...

This is what I would do. We know that Method is transfering the sales order number to the invoice.   Knowing that, tweak the action that transfers that SO# to a field in the invoice. When that numer transfers to the invoice make that sales order number a GOTO link.  This way when the cusomer calls in about a invoice the ...

Problem there is, as there is no linkage between sales order # and invoice #, this just creates a more complex scenario rather than a simpler one. This is what we're doing with sales order #'s and purchase order #'s with no problem, and would work just fine for customers with only a couple of invoices... trying to think long-game here. ...

I set up a scheduled report in Method - very simple - just a Sales by Customer Summary report - no filters.  When I try to run it I get the following message.   I tried doing the steps that it recommends, but still getting the message.  What can I do to get this report to run? Thanks! Karen

How about creating a grid with your fields you want to show.?  From there you can narrow it down from customer, then invoice number.   The other thing that could be happening is qbo might not allow method to get the data you need.  Not sure but somone from method will know. Just a idea. 

Hi Valbon, This is obviously an old post, but we're having a very similar issue trying to grab the originating sales order # from the Invoice or InvoiceLine table. I'm not seeing this field anywhere, even though it exists in the local QB database table. There is an ongoing thread for this issue, which you will find ...

Hi John, Thanks for the help! Unfortunately, I had already seen that post and was not relevant to our particular situation. What we need to do is to associate the originating sales order number of an invoice. Of course, this will not ALWAYS exist, but 99% of the time, it does. In our business, the invoice is almost always generated from a sales ...

Greetings, I dont work for method but when i programmed reports I remember that error message.  At that point i started using Chrome.  From then on i did not get any messages like that.  Is the IE upto date? Hope this helps. John M

Greetings, I dont work for Method but here is a link about adding from a dropdown list,  Keep in mind this is going to require programming. http://www.methodintegration.com/cs/forums/p/1774/6272.aspx#6272 As far as adding a new drop down list, you need to create a new field in the activities table.  When you create that field it will ...

Greetings, I dont work for Method but here is a link to concering your issue.  It dosent address it head on but it could help put some light on what your looking for http://www.methodintegration.com/cs/forums/p/2722/10209.aspx#10209 hope this helps! John M